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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

135 hedge funds and large institutions have $745M invested in Schwab US Large- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.9%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
22
Increased
65
Reduced
32
Closed
11
Calls
$617K
Puts
$22K
Net Calls
+$595K
Net Calls Change
+$229K

Top Buyers

1
AHS
Aspiriant Holdings S3
California
$18.6M
2
CSIA
Charles Schwab Investment Advisory
California
$223M
3
EWM
Evermay Wealth Management
Virginia
$13M
4
Goldman Sachs
Goldman Sachs
New York
$19.4M
5
Charles Schwab
Charles Schwab
California
$49.6M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$550K
2
ACM
Avalon Capital Management
California
$2.59M
3
WA
WESPAC Advisors
California
$0
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.34M
5
DWM
Destination Wealth Management
California
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Colony Group
Massachusetts
$22K +$4.35K +576 +25%
MA
127
MCF Advisors
Kentucky
$21K +$7.33K +972 +54%
FBT
128
Founders Bank & Trust
Michigan
$19K – – –
FNBT
129
FineMark National Bank & Trust
Florida
$16K – – –
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$10K – – –
TCM
131
Tradewinds Capital Management
Washington
$8K +$8K +1,050 New
VIA
132
Vantage Investment Advisors
Pennsylvania
$7K – – –
MCM
133
Manchester Capital Management
Vermont
$6K – – –
PFA
134
Paradigm Financial Advisors
Missouri
$4K – – –
US Bancorp
135
US Bancorp
Minnesota
$1K – – –
WA
136
WESPAC Advisors
California
– -$2.52M -343,560 Closed
WAM
137
Wood Asset Management
Florida
– -$813K -110,640 Closed
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
– -$797K -108,540 Closed
TC
139
Taylor Cottrill
New Hampshire
– -$315K -42,858 Closed
EWA
140
EP Wealth Advisors
California
– -$247K -33,600 Closed
HR
141
Howe & Rusling
New York
– -$143K -19,482 Closed
TSW
142
Thompson Siegel & Walmsley
Virginia
– -$88K -12,000 Closed
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
– -$67K -9,114 Closed
Invesco
144
Invesco
Georgia
– -$54K -7,290 Closed
CDIA
145
Capital Directions Investment Advisors
Georgia
– -$9K -1,224 Closed
ASN
146
Advisory Services Network
Georgia
– -$6K -828 Closed
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